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View Customer History

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Bytimothy A
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Overview: 

The View Customer History feature allows users to access a complete record of a customer’s past interactions, purchases, and activity. This helps track engagement, understand customer behavior, and make informed decisions to improve service, marketing, and sales strategies.

Follow these steps to view customer history: 

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 2: You will then be navigated to the Orders tab.

Step 2: You will then be navigated to the Orders tab.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 4: You will now see the Order Summary. Under the Customer section, you will find the Customer History button.

Step 4: You will now see the Order Summary. Under the Customer section, you will find the Customer History button.

Step 5: Click on the Customer History button.

Step 5: Click on the Customer History button.

Step 6: You will now be viewing the Customer History, where you can see the customer’s past and ongoing orders.

Step 6: You will now be viewing the Customer History, where you can see the customer’s past and ongoing orders.

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